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Disclosery

Marotta Asset Management: XCEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on XCEM, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 779,507 XCEM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 779,507 shares
    Change vs previous 13F -39,163 shares

    6.8% of the 13F portfolio, value $40,074,455.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 818,670 shares
    Change vs previous 13F -53,393 shares

    6.97% of the 13F portfolio, value $41,866,784.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 872,063 shares
    Change vs previous 13F -37,102 shares

    6.61% of the 13F portfolio, value $35,920,275.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 909,165 shares
    Change vs previous 13F +23,256 shares

    6.46% of the 13F portfolio, value $34,875,569.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 885,909 shares
    Change vs previous 13F +9,255 shares

    6.1% of the 13F portfolio, value $32,379,974.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 876,654 shares
    Change vs previous 13F +8,550 shares

    6.01% of the 13F portfolio, value $29,964,034.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 868,104 shares
    Change vs previous 13F -5,940 shares

    5.57% of the 13F portfolio, value $28,360,958.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 874,044 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $25,906,664.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).